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Fluence Energy

191 hedge funds and large institutions have $2.54B invested in Fluence Energy in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 62 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $8.6M

113% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

32% more capital invested

Capital invested by funds: $1.92B → $2.54B (+$623M)

16% more funds holding

Funds holding: 165191 (+26)

15% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 54

0.03% less ownership

Funds ownership: 81.59%81.56% (-0.03%)

Holders
191
Holders Change
+26
Holders Change %
+15.76%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
62
Reduced
54
Closed
23
Calls
$21.5M
Puts
$8.6M
Net Calls
+$12.9M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.3M -$381K -17,025 -4%
Northern Trust
27
Northern Trust
Illinois
$9.72M +$741K +33,141 +10%
Two Sigma Investments
28
Two Sigma Investments
New York
$9.59M +$4.73M +211,664 +143%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$8.84M -$272K -12,153 -4%
Charles Schwab
30
Charles Schwab
California
$7.55M +$201K +8,970 +3%
Squarepoint
31
Squarepoint
New York
$7.05M +$1.93M +86,423 +48%
LCG
32
Lisanti Capital Growth
New York
$6.92M +$5.81M +259,690 New
N
33
Nuveen
North Carolina
$6.9M +$95.8K +4,283 +2%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$6.08M +$315K +14,082 +7%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$5.76M +$4.53M +202,529 +1,471%
PM
36
Plustick Management
Virginia
$5.33M +$559K +25,000 +14%
Norges Bank
37
Norges Bank
Norway
$4.95M
AA
38
ALPS Advisors
Colorado
$4.54M -$103K -4,620 -3%
IECM
39
Intrinsic Edge Capital Management
Illinois
$4.34M -$2.74M -122,575 -43%
CIC
40
Canal Insurance Company
South Carolina
$4.26M +$671K +30,000 +23%
Franklin Resources
41
Franklin Resources
California
$4.19M -$109K -4,879 -3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$4.09M +$834K +37,293 +32%
BBA
43
Baader Bank Aktiengesellschaft
Germany
$4M -$930K -41,592 -22%
Capital International Investors
44
Capital International Investors
California
$3.62M +$3.04M +135,932 New
QC
45
Quaero Capital
Switzerland
$3.6M +$3.02M +135,199 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
46
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.58M -$341K -15,251 -10%
TI
47
Trexquant Investment
Connecticut
$3.57M +$3M +134,023 New
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$3.56M -$442K -19,776 -13%
Capital Fund Management (CFM)
49
Capital Fund Management (CFM)
France
$3.4M +$1.51M +67,623 +113%
JP Morgan Chase
50
JP Morgan Chase
New York
$3.31M +$317K +14,170 +13%

FLNC Hedge Fund Activity: Q2 2023 in Review

191 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fluence Energy (FLNC) for Q2 2023, worth a combined $2.54B — up 32% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FLNC positions and 23 closed out — a net gain of 26 holders — while 62 added to existing stakes and 54 trimmed.

The largest buyer was Nicholas Investment Partners, adding an estimated $10.6M. The largest seller was BNP Paribas Asset Management, cutting an estimated $35.7M.

  • 191 institutional investors held Fluence Energy (FLNC) as of Q2 2023, up from 165 in Q1 2023.
  • Funds reported $2.54B of Fluence Energy stock for Q2 2023, up 32% quarter-over-quarter.
  • 49 funds opened new Fluence Energy positions in Q2 2023 and 23 closed out, a net change of +26 holders.
  • The largest Fluence Energy buyer in Q2 2023 was Nicholas Investment Partners, an estimated $10.6M added.
  • The largest Fluence Energy seller in Q2 2023 was BNP Paribas Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q2 2023.